Using Stored Templates: Steps to Recall Your Waterfall Recipe

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how do you use a template once you've stored a 'recipe' - ie. all the steps of your waterfall. How do you then recall it?

3 comments

Clay
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To use a saved waterfall template: 1. Click Add enrichment on the top right corner of your table 2. Search for the data point you want to run a waterfall for 3. Under Waterfalls, select the waterfall template you want to run 4. Configure your waterfall sequence as needed Note: Waterfall templates cannot be edited once created, only used and deleted. For recipes (enterprise feature), access them by clicking Add enrichment → Recipes and select your saved recipe.
Sources: Waterfall | Documentation | Clay University Waterfall | Documentation | Clay University Enrichment recipes | Documentation | Clay University
Joe M.
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sorry - this is about using a recipe - ie. saving a group of columns (waterfall + enrichment + verification) and saving as a template of multiple columns
Clay
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To use a saved recipe (group of columns): 1. Click Add enrichment in your table 2. Select Recipes from the top menu 3. Search for and select your saved recipe Note: Recipes are an enterprise-only feature that let you save and reuse combinations of enrichments including waterfalls, enrichments, and verification columns. For non-enterprise users, you can use Column group templates instead: 1. Click Add enrichment 2. Select Templates and search for your saved column group template
Sources: Enrichment recipes | Documentation | Clay University Column group templates | Documentation | Clay University Column group templates | Documentation | Clay University